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Hartford Disciplined Equity HLS IB (HBGIX)

19.83 Up 0.17(0.86%) Oct 24
Prev Close:19.66
YTD Return*:7.99%
Net Assets*:855.62M
Yield*:0.67%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HBGIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.484.19
MSFT2.4124.94
CVX2.28-3.30
CVS2.2411.73
LLY2.2430.49

Fund Basics

Morningstar Overall Rating:
Total Assets:855.62M
Category:Large Blend
Annual Report Expense Ratio (net):1.01%

Performance & Risk

YTD Return:7.99%
5y Avg Return:15.72%
Rank in Category (ytd):24
% Rank in Category (ytd):1.48%
Beta (3y):1.01
Morningstar Risk Rating:3

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. View More
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